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VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.45%
This Fund
S&P 500
This Quarter Est. Return
+12.21%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
+$169M
Cap. Flow %
1.73%
Top 10 Hldgs %
33.94%
Holding
2,066
New
121
Increased
1,139
Reduced
693
Closed
81

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$26.4M
2
NVDA icon
NVIDIA
NVDA
+$14.4M
3
MSFT icon
Microsoft
MSFT
+$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$4.87M
2
ANSS
Ansys
ANSS
+$4.85M
3
PG icon
Procter & Gamble
PG
+$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

Rank Sector Weight
1 Technology 33.82%
2 Financials 13.98%
3 Consumer Discretionary 10.33%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCO icon
1751
Columbus McKinnon
CMCO
$553M
$161K ﹤0.01%
11,210
-224
-2% -$3.37K
EBS icon
1752
Emergent Biosolutions
EBS
$373M
$158K ﹤0.01%
17,907
+83
+0.5% +$646
PBR icon
1753
Petrobras
PBR
$125B
$155K ﹤0.01%
12,220
-1,508
-11% -$18.9K
AUPH icon
1754
Aurinia Pharmaceuticals
AUPH
$1.91B
$154K ﹤0.01%
13,892
+2,973
+27% +$32.5K
CLBK icon
1755
Columbia Financial
CLBK
$1.12B
$153K ﹤0.01%
+10,178
New +$152K
WULF icon
1756
TeraWulf
WULF
$8.75B
$151K ﹤0.01%
13,262
+2,206
+20% +$16.9K
TIGR
1757
UP Fintech Holding
TIGR
$876M
$148K ﹤0.01%
13,904
+387
+3% +$4.15K
REI icon
1758
Ring Energy
REI
$315M
$147K ﹤0.01%
134,960
-7,693
-5% -$6.96K
VTYX
1759
DELISTED
Ventyx Biosciences
VTYX
$147K ﹤0.01%
47,295
+584
+1% +$1.55K
RLAY icon
1760
Relay Therapeutics
RLAY
$4.1B
$145K ﹤0.01%
27,871
+2,079
+8% +$7.93K
GLRE icon
1761
Greenlight Captial
GLRE
$552M
$145K ﹤0.01%
11,445
+1,296
+13% +$16.9K
SGHC icon
1762
SGHC Ltd
SGHC
$7.11B
$144K ﹤0.01%
+10,944
New +$129K
XPRO icon
1763
Expro Ltd
XPRO
$1.79B
$143K ﹤0.01%
12,070
-134
-1% -$1.46K
EDIT icon
1764
Editas Medicine
EDIT
$396M
$142K ﹤0.01%
41,044
-322
-0.8% -$899
GGB icon
1765
Gerdau
GGB
$9.74B
$142K ﹤0.01%
45,679
+3,312
+8% +$10K
RES icon
1766
RPC Inc
RES
$1.24B
$139K ﹤0.01%
29,295
-3,640
-11% -$17.2K
LBTYK icon
1767
Liberty Global Class C
LBTYK
$3.53B
$138K ﹤0.01%
11,673
-798
-6% -$8.94K
BUR icon
1768
Burford Capital
BUR
$903M
$135K ﹤0.01%
+11,314
New +$151K
BMBL icon
1769
Bumble
BMBL
$372M
$135K ﹤0.01%
22,119
+1,730
+8% +$11.8K
LWLG icon
1770
Lightwave Logic
LWLG
$995M
$134K ﹤0.01%
35,999
+452
+1% +$1.17K
SXC icon
1771
SunCoke Energy
SXC
$720M
$133K ﹤0.01%
16,348
-1,673
-9% -$13.3K
DHC
1772
Diversified Healthcare Trust
DHC
$2.15B
$133K ﹤0.01%
30,156
-2,909
-9% -$11.1K
PRME icon
1773
Prime Medicine
PRME
$527M
$133K ﹤0.01%
23,984
+793
+3% +$3.22K
PBI icon
1774
Pitney Bowes
PBI
$2.4B
$133K ﹤0.01%
11,642
+221
+2% +$2.57K
TERN
1775
DELISTED
Terns Pharmaceuticals
TERN
$133K ﹤0.01%
17,649
+1,038
+6% +$6.63K
69 70
71
72 73

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ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's Q3 2025 Portfolio in Review

As of Q3 2025, Vanguard Personalized Indexing Management held 2,066 positions worth $9.76B, up 10% from $8.86B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vanguard Personalized Indexing Management's Q3 2025 filing shows 121 new, 1,139 increased, 693 reduced and 81 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 36,155 shares worth $5M. The largest sale was Hess, an estimated $4.87M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Vanguard Personalized Indexing Management's largest Q3 2025 buy was iShares MSCI ACWI ETF: 36,155 shares worth $5M.
  • Vanguard Personalized Indexing Management added most to Apple in Q3 2025, an estimated $26.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q3 2025 reduction was Procter & Gamble, cutting an estimated $4.65M.
  • Vanguard Personalized Indexing Management fully exited Hess in Q3 2025, selling an estimated $4.87M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 34% of its $9.76B portfolio in Q3 2025.
  • Vanguard Personalized Indexing Management opened 121 new positions and closed 81 in Q3 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 10% quarter-over-quarter to $9.76B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.